See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,800 | $64,707+54.2% | $112,228-11.1% | $68,494+45.7% |
| Participation rate | 48.7% | 67.2%-18.4pp | 75.1%-26.3pp | 67.9%-19.2pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,693 | $2,746-38.3% | $3,635-53.4% | $2,596-34.8% |
| Participant deferral / active EE | $1,956 | $3,565-45.1% | $4,728-58.6% | $4,027-51.4% |
| Admin fee / account holder | $2,116 | $5,232-59.6% | $6,410-67.0% | $5,403-60.8% |